Investment Analyst: Portfolio Tracking & Financial Modeling
TW Work Solutions
TW Work Solutions is seeking an Investment Analyst to assist with investment operations, portfolio reporting, and financial analysis in Houston, Texas. The ideal candidate has 1-5 years of experience in financial roles and advanced Excel skills. This position involves tracking cash flows, maintaining portfolio reporting, and analyzing financial performance. Candidates with backgrounds in public accounting, FP&A, and investment operations are encouraged to apply. #J-18808-Ljbffr TW Work Solutions
- ...control function for portfolio data integrity across... ...This oversight protects financial accuracy and maintains... ...agreements and operational models. Translate ISO market... ...validation, imbalance tracking, ancillary services... ...Energy Data Portfolio Analyst is responsible for...FinancialContract work
- ...independent sponsor model, the firm is highly entrepreneurial... ...with outstanding track records. This is a... ...seeking an ambitious Investment Analyst to join its team and... ...structure Financial modeling and valuation... ...materials and presentations Portfolio management support...Financial
- ...Hilltop Residential is seeking an Investment Analyst to add to our growing... ...Review and update existing financial models relating to investment opportunities... ...modeling, and property valuations Track and maintain current investment portfolio statistics Research and...FinancialFull timeTemporary workWork at officeLocal area
- ...Management in Houston, Texas is seeking a motivated Investment Analyst to assist in managing clients' investment portfolios. The role involves portfolio construction,... ...has up to 2 years of experience in investment or financial services along with a solid understanding of...Financial
- ...independent sponsor model, the firm is highly entrepreneurial... ...with outstanding track records. This is a... ...seeking an ambitious Investment Analyst to join its team and... ...structure Financial modeling and valuation... ...materials and presentations Portfolio management support...Financial
- ...Equities & Volatility (VOL) Trading / Portfolio Analyst Family Office | Houston, Texas The... ...Trading / Portfolio Analyst to join its investment team. Working directly alongside an... ...attribution. Build and maintain financial models, investment dashboards, and trading analytics...FinancialWork at office
$95k - $100k
...Resources - Best Staffing Agency is looking for an Energy Investment Analyst to join a growing consulting firm in Houston, TX. This role... ...suite and field-level professionals and involves building financial models, conducting industry research, and delivering analytical...Financial- ...Power has a strategic and established portfolio of nearly 1,400 MW / 2,800 MWh in... ...development. We are seeking an Analyst, Project Finance & Financial Modeling to join our Finance & Capital... ...costs, interest, fees, and reserves Track sources & uses, funding schedules,...FinancialWork at officeFlexible hours3 days per week
- Tier4 Group is seeking a detail-oriented Financial Project Analyst in Houston, TX. In this hybrid role, you will support... ...operations across a Cybersecurity project portfolio, collaborating with various teams for accurate tracking and reporting. Key responsibilities include...Financial
- ...Operations, LLC in Houston seeks a Senior Project Portfolio Cost Analyst to control project expenditures and support... ...5-7 years of experience in project control or financial analysis. Essential duties include invoice tracking, budget status reviews, and facilitating...Financial
- ...Work Solutions is partnering with a confidential investment management client to identify a Portfolio Operations Analyst to join their growing team. This is an... ...in investment operations, portfolio reporting, financial systems, data analysis, or related roles Strong...Financial
- ...Services in Bellaire, Texas is hiring an Investment Analyst to support investment and business... ...equity or investment banking, with strong financial modeling skills and the ability to prioritize effectively. This is a unique career-track opportunity in an entrepreneurial...Financial
$120k - $140k
...The HT Group has partnered with a growing investment management firm located in Downtown Houston seeking a qualified Portfolio Analyst to support the investment and financial planning process for a sophisticated UHNW and HNW client base. This role will work with senior...FinancialFull timeMonday to Friday- ...partnering with a growing investment banking platform seeking an Analyst to join its Houston... ...candidate will possess strong financial and analytical capabilities... ...detailed financial models, valuation analyses, and... ...communication skills. Proven track record of working effectively...FinancialWork at office
- ...DESCRIPTION PRIMARY PURPOSE OF PROJECT PORTFOLIO COST ANALYST, SR. Responsible to control and... ...work experience in project control or financial analysis, or an equivalent substitute... ...including cost control, reporting, invoice tracking, account reconciliation, PO analysis,...FinancialWork experience placementFor subcontractorNight shift
$110k
...and innovator in the financial services industry and... ...rapidly expanding U.S. investment banking platformparticularly... ...ideal opportunity for analysts seeking strong client... ...a team with a strong track record and play a key... ..., including financial modeling and valuation ~...FinancialHourly payContract workWork experience placementShift work- Dexian is seeking a Finance Business/Portfolio Analyst in Houston, Texas, to manage vendor relationships... ...capital allocation, and developing financial forecasts. The ideal candidate has a... ...plays a crucial role in enhancing investment strategies through data-driven...Financial
- ...renewable energy company in Houston is looking for an Analyst in Project Finance & Financial Modeling. The role involves supporting financial modeling,... ..., and performance analytics across a battery storage portfolio. Candidates should possess a BA in Finance and 3-5 years...FinancialFlexible hours
$110k - $135k
...required for consideration. Position: Analyst - Clean Technology Financial Advisory - San Francisco Moelis... ...Responsibilities Financial analysis and modeling. Company and industry research.... ...Conducting corporate operations reviews, portfolio analytic reviews, and preparing...FinancialWork at office$125k - $135k
...client, a leading global financial services firm, is seeking an Experienced Analyst to join their Energy and Midstream Investment Banking team in Houston,... ...platform. Its portfolio of businesses also includes... ...Perform detailed financial modeling and valuation analysis to...FinancialFull timeTemporary work- 2026 Investment Banking Summer Analyst, Power & Utilities - Houston June to August 2... ...mergers and acquisitions, financial advisory and business... ...and pro-forma financial modeling. Analysts prepare research... ...sell-side renewable asset/portfolio sales and capital raises...FinancialSummer workInternshipWork at officeImmediate startVisa sponsorship
$120k - $140k
A growing investment management firm located in Downtown Houston is seeking a qualified Portfolio Analyst to support the investment and financial planning process for a sophisticated UHNW and HNW client base. This role will work with senior advisors to deliver data-driven...Financial$125k - $170k
The Portfolio Value Marketing Manager is responsible for defining and... ...stay ahead of market shifts. Track and analyze market trends, proactively... ...into a cohesive communication model for customers and sales personnel. Strong analytical and financial skills to organize complex...FinancialFlexible hoursShift work$50 - $60 per hour
...exciting new area – teaching AI Assistant models to be a more useful tool for finance... ...expertise to help shape how AI understands financial principles and decision-making. In... ...include Financial Accounting, Investment Banking, Corporate Development, Wealth Management...FinancialHourly payContract workFor contractorsWork experience placementRemote work- A leading energy company in Houston is seeking an Energy Data Portfolio Analyst to ensure accuracy and integrity in settlement and financial data. The role involves managing data operations across multiple energy portfolios, collaborating with various teams, and utilizing...Financial
$85k - $160k
Overview Business Unit: Financial And Valuation Advisory Industry: Portfolio Valuation Houlihan... ...HLI) is a leading global investment bank recognized for delivering... ...Experienced Financial Analyst or Associate based in... ..., and financial models to develop an understanding...FinancialWork at officeWorldwide- ...Asset Manager - Office Portfolio role at Accesso We are... ...real estate investment manager, owner, and operator... ...including leasing strategies, financial performance... ...U.S. markets. Proven track record of driving performance... .... Excellent financial modeling and analytical skills....FinancialFull timeWork at officeRelocation
- ...Investment Analyst A Private Advisor team within our Rockefeller Global Family Office business... ...aspects of managing clients' investment portfolios, including gathering and analyzing... ...years of investment, asset management or financial services experience. Strong knowledge...FinancialLocal area
- ...numbers behind BKV Energy's retail power portfolio. BKV Corporation (NYSE: BKV) is... .... We're hiring a Retail Power Portfolio Analyst III to own COGS reporting, portfolio performance... .... You’ll build and sharpen the models that inform pricing, acquisition, retention...Temporary workSeasonal workWork at office
$110k - $135k
...future. We are currently looking for an Investment Banking Analyst to join our Energy & Power team in... ...partners with corporate clients and financial sponsors to provide advisory and financing... ...of accounting and financial modeling Highly motivated, team player with an...FinancialFull timeWork at officeWork visa
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